Data Management and Archival

Make your customer communications data smarter

Turn your customer data into insight you can use. Data Management and Archival from Broadridge lets utilities analyze and apply data across documents and channels while supporting retention requirements in a secure, searchable and conveniently accessible environment.

One data input supports omni-channel communications

Our robust, compliant Data Management and Archival solution optimizes and distributes content according to customer preferences, business rules and industry regulations.

Enriches Document and Preference Data

Enhances Indexing and Tagging

Streamlines Batch Loading

Offers Rules-Based Retention

Provides Robust Search and Retrieval

Supports Archival Regulations

Transparency across the communications lifecycle

Manage your data more intelligently to gain customer insights; consolidate, dedupe and optimize communications to the same recipient or same address to reduce costs; and apply business rules with granular controls to support your requirements.

Learn More About Data Management and Archival Solutions

One data input, multiple benefits

One repository supports all channels – from print to digital and emerging
Data is accepted in any format where it is standardized, indexed and tagged
Indexing and tagging are tailored to meet corporate retention and reporting needs

Data can be stored in multiple formats to support unique access requirements
AES 256-bit encryption and SEC 17a-4 compliance protects customer data

See Product Specifications

Video

Reimagine Communications

Reimagine essential communications as an opportunity to drive customer engagement, efficiencies and business results.

How We Can Help

A robust platform, delivering 5B+ communications annually

80%+

North American households reached.

5K+

Brands trust Broadridge to deliver their essential communications.

95%

U.S. consumers connect to the channels in the Communications Cloud.

Communications CX: Insights and Implications

Report

2020 CX and Communications Trends

Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

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Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Capital Markets Disclosures

Cash Management

Collateral Management

Composition and Publishing for Legal Documents

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Consumer Preference and Profile Management

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Data Management and Archival

Data Management, Analytics and Reporting

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Digital Delivery

Digital Experience Management

Direct Marketing

Document Composition

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Equity Trade Processing

ESG Advisory Services

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Financial Reporting

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Data Management and Archival